Top 12 Portfolio manager Jobs in Newburyport Ma

Portfolio Manager
KBW Financial Staffing & Recruiting —Portsmouth, NH
- $175,000 - $200,000 a year
- Email
- Research
- Finance
- 8 years
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Portfolio Manager
Vestmark, Inc. —Wakefield, MA
- $140,000 - $160,000 a year
- Remote
- 5 years
- Analysis skills
- Bachelor's degree
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Infrastructure & Operation Portfolio Manager
Teradyne —North Reading, MA
- $132,000 - $211,300 a year
- 7 years
- Azure
- Microsoft Office
- Paid holidays
- Disability insurance
4d
Portfolio Manager
Bank of New England —Salem, NH
- $85,000 - $100,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Sr Manager, Market Development - Production Chemicals and Process Liquids (Global Portfolio)
Thermo Fisher Scientific —Andover, MA
- $119,000 - $157,100 a year
- Full-time
- Marketing
- Office
- 3 years
- Commuter assistance
- Paid parental leave
Portfolio Support Manager
Peabody Properties, Inc. —Salem, MA
- $77,000 - $87,000 a year
- Mid-level
- Mentoring
- In-person
- Paid training
- Paid holidays
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Business Banking Portfolio Manager III
Eastern Bank —Wakefield, MA
- $98,738 - $162,212 a year
- Full-time
- Microsoft Excel
- Office
- Finance
- Disability insurance
- Health insurance
Quick Apply
5d

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Portfolio Manager
Bank of New England —Salem, NH
Perform financial analysis, underwriting, and risk assessments for commercial credit relationships. Bank of New England is seeking a Portfolio Manager to…
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Portfolio Manager, International Equity
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Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
11d

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Portfolio Manager

KBW Financial Staffing & Recruiting -
Portsmouth, NH

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Job Details

$175,000 - $200,000 a year

Qualifications

Customer communication
Customer relationship building
Research
Bachelor's degree
Investment client management
Customer relationship management
Working with families
Experience practicing in the securities industry
Chartered Financial Analyst

Full Job Description

A Top Registered Investment Advisor in the Seacoast Region of NH is hiring a Portfolio Manager with experience working with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role has a need for someone with 8+ years of experience, MUST be a CFA and someone with superior client service skills. This role is an onsite position with some flexibility. We are unable to sponsor or take over sponsorship of an employment visa at this time.
Responsibilities

Portfolio Management
- Design and implement customized investment portfolios based on clients’ risk profiles, time horizons, and goals.
- Rebalance and monitor portfolios regularly to ensure alignment with investment policy statements (IPS) and market conditions.
- Utilize a disciplined, research-based investment process to manage all asset classes.
- Collaborate with the investment committee to contribute to firm-wide model portfolios and asset allocation strategies.
Client Relationship Management
- Serve as a primary or supporting advisor for HNW client relationships.
- Communicate portfolio performance, strategy rationale, and market outlook to clients and their families.
- Provide proactive service and consultative advice aligned with clients’ wealth management plans.
- Collaborate with financial planners, CPAs, estate attorneys, and other professionals to deliver integrated wealth solutions.
Research and Analysis
- Conduct investment research and due diligence on asset classes, fund managers, and individual securities.
- Stay informed on macroeconomic trends, financial markets, and regulatory changes.
- Contribute to white papers, investment commentary, and client education content.
Compliance and Documentation
- Ensure portfolios are managed in compliance with applicable regulations (e.g., SEC, RIA standards) and internal policies.
- Maintain accurate documentation, including IPS, trade rationales, and client meeting notes.

Qualifications:

Bachelor’s degree in Finance, Economics, Business, or a related field; MBA or advanced degree preferred.
CFA is required for this role.
6+ years of portfolio management experience, preferably within an RIA or wealth management environment.
Demonstrated experience working with high-net-worth individuals, families, and trusts.
Deep understanding of Money Management and Wealth Management
Strong communication, interpersonal, and analytical skills.

Salary is $175K-200K Base + Bonus

If interested, please reach out to [email protected]
#LI-JA1
KBW789

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portfolio manager jobs in newburyport ma

Portfolio Manager

Portfolio Manager

Infrastructure & Operation Portfolio Manager

Portfolio Manager

Sr Manager, Market Development - Production Chemicals and Process Liquids (Global Portfolio)

Portfolio Support Manager

Business Banking Portfolio Manager III

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